ELLEN ROSE

ELLEN ROSE

ENGLISH-SPEAKING VA

Top-performing Virtual Insurance Assistant with comprehensive experience in personal lines insurance, including homeowners, auto, dwelling fire, umbrella, and health insurance. Known for her proactive mindset and professionalism, Ellen consistently delivers accurate, compliant, and timely insurance administrative support for U.S.-based clients.

EndorsementsPPC Insurance SupportEmail & Calendar ManagementCOIs GenerationCustomer ServiceQuoting Ezlynx & Carrier PortalsClaims CoordinationCancellationsInbound & Outbound CallsUnderwriting SupportDocument PreparationRenewals

TOOLS

Ezlynx
Nowcerts
Zoho
Dialpad
Zendesk
Smart Lookup
Google Calendar
Google Suite
Microsoft Excel (Advanced)

EQUIPMENT

Two-Monitor Setup
Noise-Cancelling Headset

VIDEO

CLICK HERE

Insurance expertise, Customer service, Administrative support

Ellen Rose delivers reliable, precision-focused virtual assistance designed to support complex insurance processes and elevate client satisfaction.

EMPLOYMENT SUMMARY

Ellen has nearly four years of combined Home, Auto, and Health insurance experience gained through Regency Insurance Group (Home & Auto), Concentrix—Aetna Life Insurance (Health & Life), and WoodBows (Life Insurance support). She has a strong background in preparing accurate quotes, processing policy changes, handling renewals and claims, and managing cancellations and underwriting requirements. Across these roles, she has consistently maintained detailed and compliant records, coordinated with underwriters and internal teams, and followed up proactively with clients via calls, emails, texts, and other support channels. Ellen is known for her excellent verbal and written communication, empathy, customer service, multitasking, and adaptability, as well as her reliability in managing administrative tasks with minimal supervision.

EMPLOYMENT HISTORY

REGENCY INSURANCE GROUP

Virtual Assistant

MAY 2022 - JAN 2025

• This distinguished global firm offers efficient, risk-managed insurance solutions worldwide, with focus on serving in-house and outside teams.
• I delivered precise quotations with minimal premiums, submitted required documentation, and managed the entire quotation process from inception to conclusion.
• I processed endorsements, cancellations, and renewals, ensuring data compliance, tracked expirations by coordinating with clients and claims, and developed notes to prospects.
• I proactively communicated critical updates, including modified declarations and upcoming cancellations (with or without non-payment) to clients via multiple channels like call, email, and text.

WOODBOWS (PART-TIME)

Life Insurance Virtual Assistant

APR 2024- DEC 2024

• I worked as a virtual assistant for a dynamic company with offices in the UK and operations located across the US, Philippines, and India.
• As Administrative Support, I managed client communications, scheduled agent appointments, prepared reports and summaries, and maintained client records and policy documents.
• I assisted clients with renewals, payments, and claims, answered basic inquiries, supported efficient onboarding, and addressed concerns and complaints.
• I processed insurance applications and renewals, ensured data compliance, tracked expirations by coordinating with clients and claims, and developed notes to prospects.

CONCENTRIX: AETNA LIFE INSURANCE

Customer Service Representative

JUL 2021- APR 2022

• I work for a major American health insurance company providing life insurance and other services since the 1800s.
• I as CSR Life Insurance Virtual Assistant, I professionally answered customer calls, addressed policy questions, provided details on Aetna\

TASKUS (PART-TIME)

General Virtual Assistant

AUG 2023- MAR 2024

• I helped provide next-generation outsourced digital and user experience services to innovative businesses, helping them protect their brand and maximize profits.
• As a customer experience representative, my primary responsibility was managing and responding to customer inquiries via various support channels, including voice, email, chat, social media, and messaging.
• I satisfied client expectations by providing introductory information to new customers, ensuring their satisfaction through follow-ups, and informing them about additional products or services.
• I determined difficult matters for responding to inquiries, escalated concerns when necessary, and collaborated with teams to find solutions for common product or service issues.

ADVANCE VA (PART-TIME)

General Virtual Assistant

NOV 2022- JUL 2023

• I served as a general virtual assistant, managing emails and phone calls on behalf of my supervisor.
• I enhanced my essential oral and written communication skills through handling various business communications and resolving customer concerns and inquiries.
• I independently managed assigned administrative projects, consistently delivering high-quality work with minimal supervision.
• I became more dependable in handling tasks and built a trusting, productive working relationship with my team.
• My responsibilities included preparing appointments, maintaining online records, organizing management calendars, conducting market research, and developing presentations.
• I became more proficient in managing necessary resources in recognition of my consistently high performance.

ASSESSMENT RESULTS

DISC PERSONALITY RESULT

S

Steadiness (S) - Dependable and patient. S-type VAs provide consistent support, build strong client relationships, and ensure smooth workflows.

EF ENGLISH TEST RESULT

75/B1

Speaks clearly on familiar topics with good control of basic grammar and vocabulary. Pronunciation is generally clear, and ideas are communicated with confidence and coherence.

COMMON EUROPEAN FRAMEWORK OF REFERENCE FOR LANGUAGES (CEFR)

A1

Can understand and use familiar everyday expressions and basic questions about personal details.

A2

Can have very short social exchanges and give information on familiar and routine matters when traveling.

B1

Can briefly describe past events and future plans, give reasons for opinions and explain advantages and disadvantages.

B2

Can communicate confidently in a variety of academic and professional environments.

C1

Can use the language flexibly and effectively for social, academic and professional purposes.

C2

Can understand with ease virtually everything heard or read and can summarize information from different sources.

BEGINNER
INTERMEDIATE
ADVANCED

EDUCATION

Quezon City University

Bachelor of Science in Entrepreneurship

2022